Wealth Planning Administrator - Path
Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listed on 2026-10-11
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Finance & Banking
Office Administrator/ Coordinator, Financial Advisor / Consultant
IDEX Consulting are working with a leading wealth management business to recruit a Financial Planning Administrator in Newcastle. The role sits in a fast-paced environment where you will work closely with seasoned Financial Planners and gain exposure across front and back office teams.
Key duties include delivering exceptional client outcomes, building client relationships, and preparing meeting packs and valuations while maintaining back-office records in line with company policies.
We are seeking a motivated Wealth Planning Administrator - Hybrid Role with Growth Path to join IDEX Consulting in Newcastle upon Tyne, England, United Kingdom.
The position is based in Newcastle upon Tyne, England, United Kingdom.
This opportunity is part of our work in Finance, IT & Technology.
The advertised compensation is 26.000 - 30.000.
We aim to respond to suitable candidates as soon as possible.
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